See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,428 | $63,861+11.8% | $104,607-31.7% | $79,858-10.6% |
| Participation rate | 51.6% | 64.9%-13.3pp | 74.1%-22.5pp | 69.6%-18.0pp |
| Annual return | 58.28% | 21.30%+37.0pp | 340.46%-282.2pp | 31.71%+26.6pp |
| Employer contribution / active EE | $1,743 | $1,588+9.7% | $2,681-35.0% | $2,471-29.5% |
| Participant deferral / active EE | $3,767 | $2,693+39.9% | $3,740+0.7% | $3,740+0.7% |
| Admin fee / account holder | $5,129 | $4,185+22.5% | $6,473-20.8% | $5,306-3.4% |